May 29, 2026 From Mother to Son to TSG: Marhe and Robert Youch Launch TSG’s First Washington Office

TSG Wealth Management is proud to announce the opening of its Bellevue, Washington office, welcoming Managing Directors Margaret “Marhe” Youch, CAP®, APMA™, and Robert Youch, APMA™, to the TSG family. TSG’s first office in Washington state, the Bellevue location marks a meaningful milestone for TSG and an exciting new chapter for one of the Pacific Northwest’s most enduring client-focused teams.

Marhe’s career in wealth management spans more than four decades, built on a deeply personal commitment to listening carefully, demystifying investing, and building disciplined, personalized plans that give clients the confidence they will not outlive their financial security. In 2019, her son Robert joined to form a multigenerational advisory team now more than seven years strong. Together, they bring a boutique, tailored approach to wealth planning and investment management, collaborating with clients’ CPAs and estate planning attorneys to help ensure optimal legacy outcomes across generations.

“I have spent more than 40 years building this practice on one principle: listen first,” said Marhe. “When I look at TSG’s founding principle, to put clients’ interests above all, I see the same values that have guided my entire career. This felt like home.”

Marhe and Robert were drawn to TSG for its people, its culture of humility and teamwork, and the depth of resources that allow them to do what they already do well, even better. TSG was recently ranked No. 8 on Barron’s Top 250 Private Wealth Management Teams (2026) and No. 1 in Nevada on the Forbes Best-in-State Wealth Management Teams list, a reflection of the caliber of the organization they are now proud to call home.

“TSG is built on humility and collaboration, and that matters when you’re thinking about where you want to grow,” said Robert. “Our clients deserve the best of both worlds, the personal relationship they’ve always had with us and the resources of a practice like TSG.”

The addition of Marhe and Robert reflects TSG’s commitment to growing its national footprint with advisors who lead with integrity and put client relationships at the center of everything they do. With approximately $20 billion in assets under management and a team of 170 professionals across 24 offices*, TSG provides the infrastructure, collaborative culture, and breadth of resources that empower Marhe and Robert to serve their clients at the highest level, while preserving the personal touch that has always defined their work.

TSG Managing Partner Mark Schulten welcomed the team warmly. “Marhe and Robert bring decades of experience, deep client trust, and a shared commitment to doing this work the right way,” said Mark. “Opening TSG’s first Washington state office with a team of their caliber makes this moment even more significant.”

The multigenerational nature of the Youch team mirrors the kind of client relationships they have spent decades cultivating. Working alongside clients’ families, their CPAs, and their estate planning attorneys, Marhe and Robert have built a practice defined by continuity, trust, and a long view of what it means to serve people well.

TSG Partner Allen Schreiber highlighted what makes the team stand out. “What Marhe has built over 40-plus years, and what she and Robert have created together, is something you rarely see in this industry,” said Allen. “Their client-first philosophy and dedication to multigenerational planning align perfectly with what TSG stands for.”

For TSG CEO Brian Borst, the Bellevue opening is a milestone worth celebrating. “This is a mother and son who have built their practice on purpose, on listening, and on a genuine care for the people they serve,” said Brian. “That is what TSG is all about, and we could not be more excited to welcome them.”

With the establishment of TSG’s Bellevue office, TSG continues to expand its national presence with advisory teams who share its founding commitment to putting clients first. The arrival of Marhe and Robert Youch is a proud step forward for TSG in the Pacific Northwest.

Visit the TSG Wealth Management homepage to learn more about our approach to wealth management or click here to dive deeper into our wealth management services.

If you’re an advisor or client associate looking for a new place to call home, learn more on our Join the Team page.

*As of 5/15/26

2026 Barron’s Top 250 Private Wealth Management Teams: Awarded May 2026; Data Compiled by Barron’s based on the time period from Jan. 2025 – Dec. 2025 (Source: Barrons.com). See full disclosure.

2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 – 3/31/25 (Source: Forbes.com). See full disclosure.